See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,175 | $89,753+58.4% | $107,525+32.2% | $84,808+67.6% |
| Participation rate | 97.9% | 68.1%+29.8pp | 75.1%+22.8pp | 68.3%+29.6pp |
| Annual return | 17.23% | 29.48%-12.2pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $20,595 | $3,113+561.5% | $3,754+448.7% | $2,631+682.8% |
| Participant deferral / active EE | $5,086 | $4,056+25.4% | $5,116-0.6% | $4,212+20.8% |
| Admin fee / account holder | $11,472 | $7,222+58.8% | $8,919+28.6% | $7,344+56.2% |